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Best financial advisors in Norcross, GA

Registered advisers within 25 miles of Norcross, GA.

Offices
1,690
Firms
676
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.70M
3,699,824 clients when Item 5C has a number
Avg / client
$6.63M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
TACHLES VC MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
ACTIFY INVESTOR RETIREMENTS, LLC
W&S BROKERAGE SERVICES, INC.
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC

Investors

MICHAEL RICCIARDELLI
MEGAN LIN JENKINS
RICHARD JONES
AUTUMN JONES
JEANNE MARIE KERNEY
RICHARD JONES
Rory D Williams
Brady Anderson Bennett
Victor Hugo Becerra Barrera
JONATHAN GRANT FANNING
ShafiQ Ahmadi
MARK PERDUE MILLER
KELLY CINDY SMITH
WEN HUI MA
WEI JIAN
Aria Nicole Alvarez
JACOB MATTHEW STASZAK
Marcelo C Hernandez
Lucas Walker Hopkins
Bryan Scott Glover
ANDREW MARK LAROCCO
GALIN VINASCO
MATTHEW ALLEN CHILDS
ROBERT ANDREW HENRY
DANIEL HOWARD BARRACLIFF
RONALD JOSEPH HUCK
Jared C Nelson
LAURENCE MICHAEL WAJSMAN
Ziyi Peng

Within 25 miles of Norcross, GA, Best Investors lists 676 registered investment advisory firms with 1,690 offices nearby, managing about $24.5T in combined regulatory AUM across 3,699,824 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Norcross

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM